Kelsey Swing is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 65 designation. She has six years of industry experience and also serves as a partner and accountant at Gilbert, Metzger & Madigan, LLP, a CPA firm where she has worked since 2002. Additionally, Swing is a board member and treasurer for two nonprofit organizations, Eastern Dominican Christian Mission and Sexual Assault Counseling & Information Service. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.

Thomas Gilbert is a financial advisor with Avantax Planning Partners, Inc., holding a Series 66 credential and bringing 26 years of industry experience. He has worked at Avantax Planning Partners since 2000 and previously at Honkamp Krueger Financial Services and Gilbert, Metzger & Madigan. Gilbert is also a shareholder and advisor at Thomas L. Gilbert Financial Services, a financial services firm affiliated with HK Financial Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and a managed retirement plan platform primarily through a network of CPA firms and registered Advisor Representatives. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets as of December 2025.

Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Chad Altadonna is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Raymond James Financial Services, and his own Altadonna Wealth Management. He is also involved in property and casualty insurance referrals through a separate business, Bob Oetting & Associates, LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives using various custodians and third-party managers, with most assets managed on a non-discretionary basis.

Kendra Hughes is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016. In addition to her advisory role, Hughes is an associate and operations manager at First Mid Wealth Management, where she supports the brokerage department and assists advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ryan Mefford is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and five years of industry experience. He has worked with First Mid Wealth Management and First Mid Bank and Trust since 2021. Prior to entering the financial industry, he was employed at Pilson Auto Center from 2015 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and organizations. The firm employs tailored, non-discretionary consulting tools and supports various advisory programs, with a notable affiliation to a municipal advisor and specialized employer advisory services.

Jeffrey Jacobson is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at multiple firms, including Bridgehead Financial Group, LLC, Securities America, Inc., and Voya Financial Advisors. Jacobson also serves as a board member of the Cottleville-Weldon Spring Chamber of Commerce, contributing to local business initiatives. Osaic Wealth, Inc. serves a broad client base, including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs advanced portfolio construction tools and supports a range of investment platforms and third-party services.

Alexander Dick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked with First Mid Bank & Trust and First Mid Wealth Management in roles supporting financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA advisory program.

John Bennett is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2016. Outside of his advisory role, Bennett is involved with Boyer and Sappenfield Investment Advisors as an owner and also provides tax planning and independent insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers a comprehensive range of financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary strategies and third-party solutions.

James Argoudelis is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Based in Champaign, IL, Argoudelis has spent over six years in his current role at Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, combining research and modeling with a centralized consulting team to support clients’ retirement planning.

Victor Matigian is a CFP® and Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Andrew Grahn is a CFP® professional with nine years of experience in the financial industry. He has held roles at Wells Fargo Advisors since 2024, following five years at Stifel Nicolaus & Co Inc and three years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to deliver tailored recommendations.

Emily Poulliard Becherer is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves as Director of Operations and Associate Financial Advisor at DDC INC. in Springfield, IL. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Aaron Ifft is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mattoon, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Dan Cunningham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, Cunningham serves on the finance committee of United Christian Church in Mattoon, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by proprietary research and planning tools.

Lisa Boyer is a CFP® credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 42 years of industry experience and has been co-owner of Boyer & Sappenfield Investment Advisors since 1983. Boyer serves on the boards of MacMurray College and the Parkland College Foundation, and coaches girls basketball for the Arcola School District. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Dustin Sloat is a financial advisor at Edward Jones in Charleston, IL, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at R&M Pipeline. Outside of advising, he serves on the board of Cornerstone Daycare in Charleston, participating monthly in decisions regarding facility operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Craig Cunningham is a CFP®-credentialed financial advisor with Wells Fargo Advisors, based in Charleston, IL, and has 13 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that include a broad range of specialized planning options. The firm combines proprietary research and planning tools with advisory services integrated with various financial products and referral channels.

Jeffrey Oetting is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at FSC Securities Corporation and Eastern Illinois University, where he serves as an instructor in the School of Business. Oetting is also the owner of a recovery collections agency and involved in managing rental businesses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors and employs advanced tools such as asset-allocation models and automated rebalancing to manage portfolios across multiple asset classes.

Renee' Huckstead is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She previously worked at Edward Jones for 16 years and Lincoln Financial Securities Corporation for one year. In addition to her advisory role, she owns Faith Financial, a business focused on the sale and service of insurance products including disability, life, and long-term care insurance. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services with multiple platforms and third-party money managers. The firm uses various asset-allocation tools and investment strategies to construct portfolios across a broad range of securities and alternative investments.

Stan Boyer is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 17 years of industry experience and also operates Boyer & Sappenfield Investment Advisors, where he has been involved since 2004. Boyer serves on the board of the Arcola Museum in Illinois. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services using a variety of strategies and platform arrangements tailored to client objectives.

Granville Colvin is a Series 66–licensed financial advisor with Edward Jones in Charleston, Illinois, and has 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a co-owner of SweetWoodville LLC, a barbecue business in Paris, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Harold Pope is a CFP® professional with 43 years of experience in the financial services industry. He has worked primarily with Securities America Advisors, Inc. and its affiliates since 1999 and joined OSAIC in 2024. Outside of his advisory role, he serves as a licensed minister assisting local churches. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a broad range of brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Kelly Purvis is a financial advisor with LPL Financial based in Mattoon, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial, Purvis worked at Raymond James Financial Services and First Mid Bank and Trust. Outside of finance, Purvis has been an aqua aerobics instructor at the YMCA since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Nicholas Fears is a Certified Financial Planner™ professional with 15 years of industry experience, all of which have been with Edward Jones since 2009. He holds the Series 66 license and is based in Mattoon, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Bradley Beesley is a financial advisor with Raymond James Financial in Mattoon, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He serves as President and CEO of First Mid Wealth Management Company, a role he has held since 2019. His career includes extensive experience with First Mid Bank & Trust and Raymond James Financial. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs with a focus on technology, cybersecurity, and innovative services such as municipal advising and SIMPLE IRA Employer Advisory programs.

April Selstad is a CFP® professional with 15 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2012. She also holds an associate position at First Mid Bank & Trust. In addition to her financial advisory work, she serves as a personal support worker on a contingency basis to assist with caregiving. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and institutional clients. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports its recommendations through various advisory programs.

Bridget Rodgers is a Series 66 licensed financial advisor with Edward Jones, based in Mattoon, IL, and has two years of industry experience. She has worked at Edward Jones since 2011 in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Matthew Pope is a financial advisor at OSAIC with 29 years of industry experience. He has held positions at Securities America Advisors, Inc. and Securities America, Inc. over extended periods and is also the owner of Pacesetter Universal Insurance Agency, primarily a property and casualty insurance agency with some life, health, and Medicare supplement sales. He holds Series 63 and Series 66 credentials. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, through a broad network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternatives.

Robert Fears is a CFP®, ChFC®, and Series 66 licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Ryan Furnish is a financial advisor at Edward Jones in Charleston, Illinois, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Safety Storage Inc. and North American Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory solutions supported by a large network of financial advisors and branch offices.

Kristi Montgomery is a financial advisor with Raymond James Financial in Mattoon, IL, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2012 and at First Mid Wealth Management since 2011, where she also provides supervisory duties. Montgomery is an associate at First Mid Illinois Bank & Trust, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting, using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Jill Worman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Raymond James since 2016 and is also associated with First Mid Bank & Trust. In addition to her advisory role, she is employed as a financial advisor at First Mid Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor, to enhance its service offerings.